WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,888 | -3.3% | 6,471 | 0.0% | 0.30% | -0.3% |
| Q2 2023 | $384,766 | -2.4% | 6,471 | 0.0% | 0.30% | -15.8% |
| Q1 2023 | $394,343 | +5.1% | 6,471 | 0.0% | 0.35% | -2.5% |
| Q4 2022 | $375,059 | +12.6% | 6,471 | 0.0% | 0.36% | +10.3% |
| Q3 2022 | $333,000 | -11.9% | 6,471 | 0.0% | 0.33% | -7.1% |
| Q2 2022 | $378,000 | -14.9% | 6,471 | 0.0% | 0.35% | +3.5% |
| Q1 2022 | $444,000 | -6.9% | 6,471 | 0.0% | 0.34% | -1.2% |
| Q4 2021 | $477,000 | – | 6,471 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |